We are live on ! Find out more
JXI icon

iShares Global Utilities ETF

78 hedge funds and large institutions have $79.6M invested in iShares Global Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

27% more capital invested

Capital invested by funds: $62.7M → $79.6M (+$16.8M)

22% more funds holding

Funds holding: 6478 (+14)

3.42% more ownership

Funds ownership: 28.36%31.78% (+3.4%)

Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
26
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
51
Kayne Anderson Rudnick Investment Management
California
$110K +$319 +4 +0.3%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$96.1K +$1.2K +15 +1%
AIM
53
Anchor Investment Management
South Carolina
$86.5K
BSB
54
Bangor Savings Bank
Maine
$75.9K
FHA
55
Flagship Harbor Advisors
Massachusetts
$66.9K +$67.9K +850 New
SI
56
Sava Infond
Slovenia
$62.9K +$63.9K +800 New
NFSG
57
Newbridge Financial Services Group
Florida
$59K
Comerica Bank
58
Comerica Bank
Texas
$54.9K
GEA
59
Glen Eagle Advisors
New Jersey
$49.4K
TWC
60
TD Waterhouse Canada
Ontario, Canada
$44.6K
Corient Private Wealth
61
Corient Private Wealth
Florida
$36.5K +$1.74M +21,740 New
NA
62
NewEdge Advisors
Louisiana
$35.1K -$8.62K -108 -19%
William Blair & Company
63
William Blair & Company
Illinois
$30.3K +$30.7K +385 New
CI
64
CX Institutional
Indiana
$26K +$1.92K +24 +8%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$25K
AF
66
Allworth Financial
California
$22.4K
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$22.1K
AA
68
Addison Advisors
Vermont
$20.4K -$2.08K -26 -9%
FRA
69
Front Row Advisors
California
$20.2K
TSMHT
70
Thurston Springer Miller Herd & Titak
Indiana
$18.9K +$19.2K +240 New
JP Morgan Chase
71
JP Morgan Chase
New York
$17.3K +$17.6K +220 New
CAL
72
Capital Analysts LLC
Pennsylvania
$17K
EPG
73
Estate Planners Group
Pennsylvania
$15K +$15.2K +191 New
SIS
74
Sound Income Strategies
Florida
$10K +$9.98K +125 New
AWM
75
AE Wealth Management
Kansas
$8.97K +$9.1K +114 New

JXI Hedge Fund Activity: Q4 2025 in Review

78 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2025, worth a combined $79.6M — up 27% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JXI positions and 3 closed out — a net gain of 15 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.22M. The largest seller was Susquehanna International Group, cutting an estimated $2.57M.

  • 78 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2025, up from 64 in Q3 2025.
  • Funds reported $79.6M of iShares Global Utilities ETF stock for Q4 2025, up 27% quarter-over-quarter.
  • 18 funds opened new iShares Global Utilities ETF positions in Q4 2025 and 3 closed out, a net change of +15 holders.
  • The largest iShares Global Utilities ETF buyer in Q4 2025 was LPL Financial, an estimated $6.22M added.
  • The largest iShares Global Utilities ETF seller in Q4 2025 was Susquehanna International Group, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2025.